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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,306 | $86,949-75.5% | $102,460-79.2% | $80,959-73.7% |
| Participation rate | 68.4% | 72.4%-4.0pp | 76.5%-8.2pp | 67.7%+0.7pp |
| Annual return | 74.13% | 18.89%+55.2pp | 29.47%+44.7pp | 35.67%+38.5pp |
| Employer contribution / active EE | $1,969 | $2,370-16.9% | $3,025-34.9% | $2,757-28.6% |
| Participant deferral / active EE | $3,353 | $4,121-18.6% | $5,056-33.7% | $4,300-22.0% |
| Admin fee / account holder | $2,891 | $8,048-64.1% | $9,460-69.4% | $6,925-58.3% |